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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,030 | $160,059+25.0% | $140,019+42.9% | $135,382+47.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.01% | 911.44%-918.5pp | 651.15%-658.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $26,833 | $6,420+318.0% | $5,605+378.7% | $4,779+461.5% |
| Participant deferral / active EE | $12,733 | $7,641+66.6% | $6,927+83.8% | $5,609+127.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |